ITreview - ビジネス向けソフトウェアとクラウドサービスのレビュー・比較サイト

{"id":3674,"date":"2020-01-31T21:46:37","date_gmt":"2020-01-31T12:46:37","guid":{"rendered":"http:\/\/10.1.11.13:8080\/?p=3674"},"modified":"2023-08-25T13:22:25","modified_gmt":"2023-08-25T04:22:25","slug":"crm%e3%82%92%e5%9f%ba%e7%a4%8e%e3%81%8b%e3%82%89%e8%a7%a3%e8%aa%ac%ef%bd%9c%e3%81%aa%e3%81%9c%e5%bf%85%e8%a6%81%ef%bc%9f-%e4%bd%95%e3%81%8b%e3%81%a7%e3%81%8d%e3%82%8b%ef%bc%9f-sfa%e3%81%a8%e3%81%ae","status":"publish","type":"post","link":"http:\/\/10.1.11.13:8080\/archives\/3674","title":{"rendered":"CRM\u306e\u57fa\u790e\u8b1b\u5ea7\uff5c\u4f55\u304c\u3067\u304d\u308b\uff1f SFA\u3068\u306e\u9055\u3044\u306f\uff1f"},"content":{"rendered":"\n

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\u3000CRM\u306e\u6b63\u5f0f\u540d\u79f0\u306f\u300cCustomer Relationship Management\u300d\u3001\u90a6\u8a33\u306f\u300c\u9867\u5ba2\u95a2\u4fc2\u7ba1\u7406\u300d\u3068\u3044\u3046\u3002\u3053\u306e\u300c\u95a2\u4fc2\u7ba1\u7406\u300d\u3068\u3044\u3046\u8a00\u8449\u304c\u7406\u89e3\u3057\u3065\u3089\u3044\u3053\u3068\u3084\u3001CRM\u30b7\u30b9\u30c6\u30e0\u306e\u7a2e\u985e\u304c\u591a\u3044\u3053\u3068\u306a\u3069\u304b\u3089\u3001CRM\u306b\u3064\u3044\u3066\u306f\u3001\u3064\u3044\u3064\u3044\u66d6\u6627\u306a\u7406\u89e3\u306e\u307e\u307e\u3067\u6349\u3048\u3089\u308c\u3066\u3044\u308b\u5834\u5408\u304c\u591a\u3044\u3002\u3068\u3044\u3046\u3053\u3068\u3067\u307e\u305a\u306f\u3001CRM\u306e\u8d77\u6e90\u3068\u3001\u305d\u308c\u304c\u4f55\u3092\u76ee\u6307\u3057\u305f\u3082\u306e\u306a\u306e\u304b\u306b\u3064\u3044\u3066\u78ba\u8a8d\u3057\u3066\u307f\u305f\u3044\u3002 <\/p>\n\n\n\n

CRM\u306e\u8d77\u6e90<\/strong><\/h3>\n\n\n\n
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CRM\u306e\u76ee\u7684<\/strong><\/h3>\n\n\n\n
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\u3000\u4f8b\u3048\u3070\u3001\u30c7\u30fc\u30bf\u306e\u9805\u76ee\u6570\u304c\u5897\u3048\u308b\u3068\u7ba1\u7406\u304c\u7169\u96d1\u306b\u306a\u308b\u307b\u304b\u30011\u3064\u306e\u30c7\u30fc\u30bf\u3092\u66f4\u65b0\u3059\u308b\u305f\u3073\u306b\u30d5\u30a1\u30a4\u30eb\u3092\u958b\u3044\u305f\u308a\u3001\u9589\u3058\u305f\u308a\u3057\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3068\u3044\u3046\u9762\u5012\u3082\u3042\u308b\u3002\u307e\u305f\u3001\u3055\u307e\u3056\u307e\u306a\u30c7\u30fc\u30bf\u3092\u6642\u7cfb\u5217\u3067\u8a18\u9332\u3057\u7ba1\u7406\u3057\u7d9a\u3051\u308b\u306e\u3082\u96e3\u3057\u3044\u3002\u305d\u306e\u305f\u3081\u3001\u30c7\u30fc\u30bf\u30d9\u30fc\u30b9\u30b7\u30b9\u30c6\u30e0\u3092\u57fa\u76e4\u306b\u6301\u3064CRM\u5c02\u7528\u306e\u30b7\u30b9\u30c6\u30e0\u304c\u5fc5\u8981\u306b\u306a\u308b\u306e\u3067\u3042\u308b\u3002<\/p>\n\n\n\n

\u3000\u307e\u305f\u3001CRM\u30b7\u30b9\u30c6\u30e0\u306e\u591a\u304f\u306f\u3001\u7ba1\u7406\u3055\u308c\u305f\u9867\u5ba2\u60c5\u5831\u3092\u5206\u6790\u3057\u3066\u3001\u7279\u5b9a\u306e\u88fd\u54c1\u30fb\u30b5\u30fc\u30d3\u30b9\u3078\u306e\u8cfc\u8cb7\u610f\u6b32\u304c\u9ad8\u305d\u3046\u306a\u9867\u5ba2\u3092\u5272\u308a\u51fa\u3057\u305f\u308a\u3001\u4e00\u5b9a\u306e\u30eb\u30fc\u30eb\u306b\u5f93\u3063\u3066\u9867\u5ba2\u3092\u30bb\u30b0\u30e1\u30f3\u30c8\u5206\u3051\u3057\u305f\u308a\u3059\u308b\u6a5f\u80fd\u3082\u63d0\u4f9b\u3057\u3066\u3044\u308b\u3002<\/p>\n\n\n\n

\u3000\u3055\u3089\u306b\u4eca\u65e5\u3067\u306f\u3001Web\u3084\u30e1\u30fc\u30eb\u3001\u30c1\u30e3\u30c3\u30c8\u3001\u30b3\u30fc\u30eb\u30bb\u30f3\u30bf\u30fc\u306a\u3069\u3001\u591a\u5c90\u306b\u308f\u305f\u308b\u30c1\u30e3\u30cd\u30eb\u3092\u901a\u3058\u3066\u5bc4\u305b\u3089\u308c\u3066\u304f\u308b\u9867\u5ba2\u304b\u3089\u306e\u554f\u3044\u5408\u308f\u305b\u3092\u4e00\u5143\u7ba1\u7406\u3059\u308b\u6a5f\u80fd\u3084\u3001\u8ca9\u4fc3\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u3092\u4f5c\u6210\u3057\u3066\u3001\u9867\u5ba2\u60c5\u5831\u306e\u5206\u6790\u7d50\u679c\u306b\u3088\u3063\u3066\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u306e\u30bf\u30fc\u30b2\u30c3\u30c8\u3092\u62bd\u51fa\u3057\u3001\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u30e1\u30fc\u30eb\u3092\u6253\u3061\u3001\u52b9\u679c\u3092\u6e2c\u5b9a\u3059\u308b\u3068\u3044\u3063\u305f\u3001\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u7ba1\u7406\u6a5f\u80fd\u3092\u5099\u3048\u305fCRM\u30b7\u30b9\u30c6\u30e0\u3082\u591a\u304f\u306a\u3063\u3066\u3044\u308b\u3002<\/p>\n\n\n\n

CRM\u306e\u6700\u65b0\u30c8\u30ec\u30f3\u30c9\u3001\u307e\u3059\u307e\u3059\u5f37\u5316\u3055\u308c\u308b\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u6a5f\u80fd\u3068\u306f<\/strong><\/h2>\n\n\n\n $\"\"$ <\/figure>\n\n\n\n
\u7e70\u308a\u8fd4\u3059\u3088\u3046\u3060\u304c\u3001CRM\u30b7\u30b9\u30c6\u30e0\u306f\u57fa\u672c\u7684\u306b\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u652f\u63f4\u306e\u30c4\u30fc\u30eb\u3067\u3042\u308b\u3002\u305d\u306e\u305f\u3081\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u306e\u30c8\u30ec\u30f3\u30c9\u306b\u5f93\u3046\u5f62\u3067\u6a5f\u80fd\u306e\u5f37\u5316\u3001\u3042\u308b\u3044\u306f\u62e1\u5f35\u304c\u9032\u3093\u3067\u3044\u308b\u3002\u4ee3\u8868\u7684\u306a\u4e00\u4f8b\u304c\u3001MA\uff08\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\uff09<\/strong><\/a>\u30c4\u30fc\u30eb\u3068\u306e\u9023\u643a\u3001\u306a\u3044\u3057\u306f\u53d6\u308a\u8fbc\u307f\u3067\u3042\u308b\u3002<\/p>\n\n\n\n
MA\u3068\u306f\uff1f<\/h3>\n\n\n\n

MA\u306e\u8003\u3048\u65b9\u306f\u3001\u30bf\u30fc\u30b2\u30c3\u30c8\u306e\u8cfc\u8cb7\u30d7\u30ed\u30bb\u30b9\u306b\u57fa\u3065\u3044\u3066\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u65bd\u7b56\u3092\u5c55\u958b\u3057\u3001\u30ea\u30fc\u30c9\uff08\u6f5c\u5728\u9867\u5ba2\uff09\u3092\u30db\u30c3\u30c8\u30ea\u30fc\u30c9\uff08\u5546\u8ac7\u304c\u6210\u7acb\u3059\u308b\u898b\u8fbc\u307f\u306e\u9ad8\u3044\u9867\u5ba2\uff09\u3078\u3068\u80b2\u6210\u3057\u3066\u3001\u55b6\u696d\u90e8\u9580\u306b\u5f15\u304d\u6e21\u3057\u3066\u6848\u4ef6\u5316\u306b\u3064\u306a\u3052\u308b\u3068\u3044\u3046\u3082\u306e\u3067\u3042\u308b\u3002<\/p>\n\n\n\n

\u3000MA\u30c4\u30fc\u30eb\u306f\u3001\u3053\u306e\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30d7\u30ed\u30bb\u30b9\u3092\u9ad8\u52b9\u7387\u3067\u56de\u3059\u305f\u3081\u306eIT\u3067\u3001Web\u4e0a\u3067\u306e\u9867\u5ba2\u306e\u52d5\u304d\uff08\u30b5\u30a4\u30c8\u95b2\u89a7\u3001\u8cc7\u6599\u30c0\u30a6\u30f3\u30ed\u30fc\u30c9\u306a\u3069\uff09\u3084\u30bf\u30fc\u30b2\u30c6\u30a3\u30f3\u30b0\u30e1\u30fc\u30eb\u306b\u5bfe\u3059\u308b\u9867\u5ba2\u306e\u53cd\u5fdc\u306a\u3069\u304b\u3089\u3001\u9867\u5ba2\u306e\u8cfc\u8cb7\u610f\u6b32\u3092\u5206\u6790\u3057\u3066\u81ea\u52d5\u7684\u306b\u30b9\u30b3\u30a2\u30ea\u30f3\u30b0\u3059\u308b\u3002\u307e\u305f\u3001\u305d\u306e\u30b9\u30b3\u30a2\u306b\u5fdc\u3058\u3066\u3001\u9069\u5207\u306a\u5185\u5bb9\u306e\u30e1\u30fc\u30eb\u3092\u51fa\u3057\u5206\u3051\u3066\u9001\u4ed8\u3057\u305f\u308a\u3001\u30b3\u30f3\u30c6\u30f3\u30c4\u306b\u8a98\u5c0e\u3057\u305f\u308a\u3059\u308b\u4f5c\u696d\u3092\u81ea\u52d5\u5316\u3057\u3066\u304f\u308c\u305f\u308a\u3082\u3059\u308b\u3002<\/p>\n\n\n\n

\u3000\u6709\u529b\u306aCRM\u30b7\u30b9\u30c6\u30e0\u306f\u3001\u3053\u3046\u3057\u305fMA\u30c4\u30fc\u30eb\u3068\u5bb9\u6613\u306b\u9023\u643a\u3067\u304d\u305f\u308a\u3001MA\u30c4\u30fc\u30eb\u306e\u6a5f\u80fd\u3092\u5305\u542b\u3057\u305f\u308a\u3057\u3066\u3044\u308b\u3002\u3053\u306e\u3088\u3046\u306aCRM\u30b7\u30b9\u30c6\u30e0\u3092\u6d3b\u7528\u3059\u308b\u3053\u3068\u3067\u3001CRM\u306e\u9867\u5ba2\u60c5\u5831\u3068MA\u306e\u30ea\u30fc\u30c9\u3068\u3092\u7d71\u5408\u7ba1\u7406\u3057\u3066\u3001\u65e2\u5b58\u9867\u5ba2\u306b\u5bfe\u3057\u3066\u80b2\u6210\u306e\u30d7\u30ed\u30bb\u30b9\u3092\u9069\u7528\u3057\u305f\u308a\u3001\u65e2\u5b58\u9867\u5ba2\u306e\u8cfc\u8cb7\u610f\u6b32\u3092\u30b9\u30b3\u30a2\u30ea\u30f3\u30b0\u3057\u305f\u308a\u3001\u55b6\u696d\u90e8\u9580\u3067\u306e\u30ea\u30fc\u30c9\u6d3b\u7528\u3092\u30b9\u30e0\u30fc\u30ba\u306b\u3057\u305f\u308a\u3059\u308b\u3053\u3068\u304c\u53ef\u80fd\u306b\u306a\u308b\u3002<\/p>\n\n\n\n

\u3082\u30461\u70b9\u3001\u8fd1\u5e74\u306eCRM\u30b7\u30b9\u30c6\u30e0\u306b\u898b\u3089\u308c\u308b\u50be\u5411\u3068\u3057\u3066\u3001AI\uff08\u4eba\u5de5\u77e5\u80fd\uff09\u6280\u8853\u306e\u6d3b\u7528\u304c\u6319\u3052\u3089\u308c\u308b\u3002\u6570\u591a\u304f\u306e\u9867\u5ba2\u306e\u60c5\u5831\u304b\u3089\u3001\u7279\u5b9a\u306e\u88fd\u54c1\uff0f\u30b5\u30fc\u30d3\u30b9\u306b\u95a2\u5fc3\u3092\u6301\u3064\u3001\u3042\u308b\u3044\u306f\u8cfc\u8cb7\u3059\u308b\u53ef\u80fd\u6027\u306e\u9ad8\u3044\u9867\u5ba2\u3092\u7cbe\u5ea6\u9ad8\u304f\u5272\u308a\u51fa\u3059\u305f\u3081\u306e\u4ed5\u7d44\u307f\u3067\u3042\u308b\u3002<\/p>\n\n\n\n

CRM\u3068SFA\u3068\u306e\u9055\u3044<\/strong><\/h2>\n\n\n\n\u3000\u8fd1\u5e74\u3067\u306f\u3001 SFA<\/a>\uff08Sales Force Automation\uff1a\u55b6\u696d\u652f\u63f4\uff09\u306e\u6a5f\u80fd\u3068\u3001CRM\u306e\u6a5f\u80fd\u3092\u517c\u306d\u5099\u3048\u305f\u30b7\u30b9\u30c6\u30e0\u304c\u591a\u304f\u306a\u308a\u3001SFA\u30b7\u30b9\u30c6\u30e0\u3068CRM\u30b7\u30b9\u30c6\u30e0\u3068\u306e\u5883\u76ee\u304c\u5e0c\u8584\u306b\u306a\u308a\u3064\u3064\u3042\u308b\u3002\u3068\u306f\u3044\u3048\u3001SFA\u3068CRM\u306f\u57fa\u672c\u7684\u306b\u306f\u7570\u306a\u308b\u4ed5\u7d44\u307f\u3060\u3002<\/p>\n\n\n\n
\u3000\u5148\u306b\u89e6\u308c\u305f\u901a\u308a\u3001CRM\u30b7\u30b9\u30c6\u30e0\u306f\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u652f\u63f4\u30c4\u30fc\u30eb\u3067\u3042\u308a\u3001\u9867\u5ba2\u3068\u306e\u826f\u597d\u306a\u95a2\u4fc2\u3092\u7dad\u6301\u3059\u308b\u3053\u3068\u3092\u4e3b\u76ee\u7684\u306b\u3057\u3066\u3044\u308b\u3002\u305d\u308c\u306b\u5bfe\u3057\u3066\u3001SFA\u30b7\u30b9\u30c6\u30e0\u306f\u55b6\u696d\u6d3b\u52d5\u3092\u652f\u63f4\u3059\u308b\u305f\u3081\u306e\u30c4\u30fc\u30eb\u3067\u3042\u308a\u3001\u30b4\u30fc\u30eb\u306f\u3001\u55b6\u696d\u76ee\u6a19\uff08\u58f2\u4e0a\u4e88\u7b97\uff09\u3092\u9054\u6210\u3059\u308b<\/strong>\u3053\u3068\u306b\u7f6e\u304b\u308c\u3066\u3044\u308b\u3002<\/p>\n\n\n\n
\u3000\u305d\u306e\u30b4\u30fc\u30eb\u306b\u5411\u3051\u3066\u3001\u65e5\u3005\u306e\u55b6\u696d\u6d3b\u52d5\u3092\u52b9\u7387\u5316\u3057\u305f\u308a\u3001\u6848\u4ef6\u30fb\u5546\u8ac7\u306e\u9032\u6357\u72b6\u6cc1\u3092\u7ba1\u7406\u3057\u3066\u6570\u5024\u3067\u898b\u3048\u308b\u5316\u3057\u305f\u308a\u3059\u308b\u6a5f\u80fd\u3092\u63d0\u4f9b\u3057\u3066\u3044\u308b\u3002\u307e\u305f\u3001SFA\u30b7\u30b9\u30c6\u30e0\u306b\u306f\u55b6\u696d\u5831\u544a\u66f8\u306e\u4f5c\u6210\u652f\u63f4\u306e\u6a5f\u80fd\u3084\u55b6\u696d\u90e8\u5185\u306e\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u52b9\u7387\u5316\u3059\u308b\u6a5f\u80fd\u3082\u542b\u307e\u308c\u3066\u3044\u308b\u3002<\/p>\n\n\n\n

\u3082\u3063\u3068\u3082\u3001\u55b6\u696d\u6d3b\u52d5\u306b\u304a\u3051\u308b\u9867\u5ba2\u3078\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u3092\u5206\u89e3\u3059\u308b\u3068\u300c\u9867\u5ba2\u306e\u8ab2\u984c\u3084\u72b6\u6cc1\u3001\u30cb\u30fc\u30ba\u3092\u6349\u3048\u3001\u5546\u54c1\u3092\u8cfc\u5165\u3057\u305d\u3046\u306a\u9867\u5ba2\u306e\u76ee\u661f\u3092\u3064\u3051\u3001\u9069\u5207\u306a\u63d0\u6848\u3092\u884c\u3046\u300d\u3068\u3044\u3046\u304b\u305f\u3061\u306b\u306a\u308b\u3002\u3053\u306e\u55b6\u696d\u30a2\u30d7\u30ed\u30fc\u30c1\u306b\u5fc5\u8981\u306a\u9867\u5ba2\u60c5\u5831\u3068\u3001CRM\u306b\u5fc5\u8981\u3068\u3055\u308c\u308b\u9867\u5ba2\u60c5\u5831\u306b\u306f\u5171\u901a\u3059\u308b\u3082\u306e\u304c\u591a\u3044\u3002\u305d\u306e\u305f\u3081\u3001CRM\u3068SFA\u306e\u30c7\u30fc\u30bf\u30d9\u30fc\u30b9\u3092\u4e00\u672c\u5316\u3057\u3066\u3001CRM\u306b\u5fc5\u8981\u306a\u6a5f\u80fd\u3068SFA\u306b\u5fc5\u8981\u306a\u6a5f\u80fd\u3092\u5168\u3066\u63d0\u4f9b\u3057\u3001\u5229\u7528\u8005\u5074\u306b\u9078\u3093\u3067\u4f7f\u3063\u3066\u3082\u3089\u3046\u3068\u3044\u3046\u4e00\u4f53\u578b\u306e\u30b7\u30b9\u30c6\u30e0\u304c\u767b\u5834\u3057\u59cb\u3081\u305f\u3068\u3044\u3048\u308b\u3002<\/p>\n\n\n\n
<\/div>\n\n\n\n
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